Add a new integration
Go to your profile photo (bottom left) > Integrations > + Integration > Nmbrs
Choose a name for the integration yourself -> you can completely determine and fill it in yourself.
Filters
If necessary, work with a filter on email domain names -> For example, by filtering on @learned.io you only retrieve all employees from SD Worx who have an email address ending in @learned.io. Handy if you also use SD Worx to store customer relations or suppliers that you do not want in Learned.
Generate the API keys
To make the link between the two systems, you then have to fill in 2 unique variables: You can create the Client ID and Client Secret in SD Worx. You can do this yourself using the link below, or you can request this from your system administrator.
Next, you need to select the API URL. This depends on the SDWorx application and can be requested from SDWorx.
Module settings
There are modules for managing members, teams and roles. You can activate this as you wish and determine whether you want to work with automatic or manual synchronization. For more information about the modules, please refer to the articles below:
Important: Always start with the "manual" option. Test the import/synchronization or the cleanup. Only when you are sure that the results are as expected, we recommend that you set the modules to "automatic".
Testing the API
When you have completed the settings, you can test the integration at the bottom of the module. With this you can immediately see whether a successful link is made between Learned and Nmbrs. When the connection is successful, you can add the integration.
Update integration
If you want to update certain settings on the integration, you can do that by opening the integration via your profile photo - Integrations. Click on the pencil of your integration to edit it.
Fields and actions
The table below lists the variables that are processed in Learned after you perform certain actions in SDWorx.
Field in SDWorx to Learned | Action in SDWorx |
firstName | HRM > Employees > click user > click Personal details box > Edit personal details > change 'Given Name' > Save |
lastName | HRM > Employees > click user > click Personal details box > Edit personal details > change 'Surname' > Save |
HRM > Employees > click user > click E-mail box > click email to change > change 'E-mail address' > Save | |
status | HRM > Employees > click user > click Euro rectangle > click Employment > Terminate employment(re-hire) > set past date |